TPA Checklists and Forms

Sample checklists for TPAs - Actual checklists are deal specific and will be sent after the TPA application is received.

• Full transfer - loan assumption 
• Full transfer - tax credit only
• General Partner / Managing Member – loan assumption
• General Partner / Managing Member – tax credit only
• Limited Partner
• Decontrol Period

Forms and Links

• TPA Application (Form TPA01)
• LIHTC LURA Assumption Template
• Regulatory Agreement Assumption Template
• Credit Check Authorization Form

Management Agent Certification Information

• Management Certification and Fees Document

Asset Management Exhibits

• Exhibits & Forms Document